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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,964 |
Filed as: STALKER & ASSOCIATES INC Service code 13 · EIN 23-2756743 | Contract Administrator | $4,600 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,819 | $55,446-75.1% | $155,574-91.1% | $74,429-81.4% |
| Participation rate | 91.8% | 61.9%+29.9pp | 78.2%+13.6pp | 67.2%+24.6pp |
| Annual return | 13.90% | 269.20%-255.3pp | 64.87%-51.0pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $1,149 | $2,266-49.3% | $4,676-75.4% | $2,625-56.2% |
| Participant deferral / active EE | $1,686 | $2,836-40.5% | $5,629-70.0% | $4,348-61.2% |
| Admin fee / account holder | $155 | $1,743-91.1% | $15,914-99.0% | $1,944-92.0% |